AI Audit

Local HVAC Company

Mountain View HVAC – 8-person team serving residential and commercial clients Owner + 5 technicians + 2 office staff $1.2M annual revenue Growing but hitting capacity limits Current Pain Points Owner's wife handles all scheduling, spending 15-20 hours/week playing phone tag with customers Technicians waste 2-3 hours daily on paperwork and manual invoice entry Customer inquiries after 5 PM go unanswered until next morning (losing 20-30% to competitors who respond faster) No follow-up system for maintenance reminders (leaving $80K+ in recurring revenue on the table) Estimating takes 3-4 hours per large job, slowing down sales cycleWhat the Audit Uncovers Immediate Opportunities: AI Phone Assistant – Handles after-hours calls, books appointments 24/7, answers common questions Impact: Capture 25+ extra jobs/month worth $15-20K revenue ROI: $500/month cost vs. $15K+ revenue = 30x return Automated Service Reports – Technicians dictate findings, AI generates professional reports and invoices Impact: Saves 12 hours/week across team = $9,600/year in labor Bonus: Faster invoicing = 7 days faster payment on average Smart Scheduling System – Auto-routes technicians, sends customer reminders, handles rescheduling Impact: Frees 15 hours/week of admin time = $18K/year savings Bonus: Owner's wife can finally step back from daily operations Automated Maintenance Reminders – AI tracks service history, sends personalized reminders Impact: Converts 30% of one-time customers to maintenance contracts Revenue: Additional $60-80K/year in predictable recurring income AI Estimating Assistant – Pulls historical data, suggests pricing, generates professional proposals in 20 minutes Impact: 2.5 hours saved per estimate, can bid on 3x more jobs